+28.1%
SFM vs VOO
+459.0%
-430.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | -0.4% | +3.3% | -3.7% | -2.2% |
| 30D | -19.2% | -2.7% | -16.5% | -18.0% |
| 3M | -40.3% | -1.7% | -38.6% | -39.8% |
| 6M | -40.9% | +3.1% | -44.0% | -42.1% |
| YTD | -35.5% | +11.9% | -47.5% | -39.9% |
| 1Y | -37.4% | +12.1% | -49.5% | -41.8% |
| 3Y | +25.5% | +78.6% | -53.1% | -10.0% |
| 5Y | +113.0% | +73.8% | +39.2% | +53.6% |
| 10Y | +136.3% | +312.3% | -176.0% | -5.2% |
| All | +28.1% | +459.0% | -430.9% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling